Relationship Manager
Atlanta, GA · On-site
... UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager ... Demonstrated knowledge of personal financial planning concepts and broader industry expertise
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Relationship Manager
Atlanta, GA · On-site
... UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager ... Demonstrated knowledge of personal financial planning concepts and broader industry expertise
Personal Assistant Uhnw information
See Decatur, GA salary details
$9.86 - $12.59
3% of jobs
$12.59 - $15.32
15% of jobs
$16.43 is the 25th percentile. Wages below this are outliers.
$15.32 - $18.05
17% of jobs
The median wage is $20.06 / hr.
$18.05 - $20.78
20% of jobs
$20.78 - $23.51
16% of jobs
$24.38 is the 75th percentile. Wages above this are outliers.
$23.51 - $26.24
12% of jobs
$26.24 - $28.97
7% of jobs
$28.97 - $31.70
3% of jobs
$31.70 - $34.44
3% of jobs
$34.44 - $37.17
2% of jobs
$37.17 - $39.90
1% of jobs
$9
$22
$39
How much do personal assistant uhnw jobs pay per hour?
As of Aug 5, 2026, the average hourly pay for personal assistant uhnw in Decatur, GA is $22.62, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $25.34 per hour, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive as a personal assistant to an Ultra-High-Net-Worth (UHNW) individual?
To thrive as a Personal Assistant to an UHNW individual, you need exceptional organizational skills, discretion, and experience in executive support, often supported by a relevant degree or proven track record in similar roles. Familiarity with high-level calendar management, travel booking systems, and sometimes household management software is typically required. Excellent communication, adaptability, and the ability to anticipate needs set outstanding assistants apart in this role. These skills are crucial for managing complex schedules and confidential matters efficiently, ensuring seamless support in demanding environments.
What is the difference between Personal Assistant Uhnw vs Executive Assistant?
| Aspect | Personal Assistant Uhnw | Executive Assistant |
|---|---|---|
| Credentials | Typically requires high school diploma or equivalent; certifications are optional | Often requires relevant experience; certifications like EA or PA certifications can be advantageous |
| Work Environment | Private client settings, high-net-worth individual households, luxury environments | Corporate offices, business settings, supporting executives or teams |
| Employer & Industry | High-net-worth individuals, private wealth management, luxury services | Corporations, startups, large organizations across various industries |
While both roles involve administrative support, a Personal Assistant Uhnw primarily serves high-net-worth individuals in private settings, focusing on personal and household tasks. An Executive Assistant supports corporate executives in professional environments, often handling business-related responsibilities. The key difference lies in the work environment and client focus, though skills like organization and discretion are essential for both.
What are some common challenges faced by personal assistants to UHNW individuals, and how can they be managed?
Personal Assistants to Ultra High Net Worth (UHNW) individuals often face challenges such as managing highly demanding schedules, maintaining discretion, and adapting to rapidly changing priorities. These roles typically require exceptional organizational skills, the ability to work long or irregular hours, and a proactive problem-solving approach. Building strong communication with both the principal and the wider support team is essential to anticipate needs and ensure seamless day-to-day operations. Developing resilience and flexibility will help you succeed and grow in this dynamic environment.
What is a personal assistant UHNW?
A Personal Assistant to Ultra High Net Worth (UHNW) individuals is a professional who provides comprehensive administrative and personal support to clients with significant wealth, typically those with assets exceeding $30 million. Their responsibilities often include managing complex schedules, arranging travel, handling personal errands, overseeing household staff, and ensuring confidentiality in all matters. Due to the unique needs and lifestyles of UHNW clients, these assistants must demonstrate discretion, flexibility, and a high level of professionalism. They play a critical role in helping their employers manage both personal and professional commitments seamlessly.
What are popular job titles related to Personal Assistant Uhnw jobs in Decatur, GA? For Personal Assistant Uhnw jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Personal Assistant Uhnw jobs in Decatur, GA look for? The top searched job categories for Personal Assistant Uhnw jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Personal Assistant Uhnw jobs? Cities near Decatur, GA with the most Personal Assistant Uhnw job openings:
Full-time
Re-posted 4 days ago
Job description
POSITION SUMMARY
The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm’s market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding, account opening, account maintenance, processing cash flows, coordination with third-party vendors and assisting with meeting preparation for client and prospect presentations.
DUTIES & RESPONSIBILITIES
Deliver an excellent client experience
- Operation within the team’s client service strategy to ensure high standard of service
- Respond professionally and provide timely resolution to client inquiries or concerns
- Troubleshoot client issues and follow through to resolution
- Coordinate efforts across all areas of Oxford, as needed
Prepare client reports and analysis
- Prepares client financial statements
- Partner with technical teams to prepare required reports and analysis
- Gather and share necessary data and information with technical and operational teams
- Coordinate timely and efficient completion of reports and analysis
Maintain client information
- Assist in completing and maintaining the Client Profile Questionnaire
- Monitor and update the CRM, Salesforce, as appropriate
- Determine Portfolio Summary Report template and delivery
- Review client information on an annual basis to ensure accuracy
Assign and coordinate workflow to support client needs
- Investment Policy Statement (IPS) and Investment Allocation or Asset Allocation Summary (IAS)
- Family Office Services (FOS) Estate flow chart and recommendations
- Private Market Securities (Initial purchases, calls and liquidations)
- Client-directed trade requests
- Cash management
- Deposits, withdrawals, journals, wires, etc.
- Coordinates information needed for lines of credit renewals
- Other Workflow processes as needed
Support Client Onboarding
- Own and manage completion of assigned onboarding checklist items
- Coordinate client deliverables as part of the agreed client relationship, including obtaining signatures when necessary
- Create a high-quality Oxford experience during the transition from prospect to client
- Monitor the progress of account transfers, asset location, cost basis reconciliation, and other onboarding items
- Attend ACE meetings with new clients and MDs and confirm the status of all completed and in-progress items
Administrative Responsibilities and Professional Development
- Complete TimeTracker entries accurately and on time
- Read, handle and respond to email and voicemail messages
- Attend team and firm meetings
- Stay current on technical developments and available resources
- Maintain a spirit of teamwork and respect across the firm
- Participate in formal education and training to strengthen areas of expertise, technical skills and leadership skills
- Perform other duties as assigned
QUALIFICATIONS
- Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients
- CFP®, CPWA® or CPA strongly preferred
- Proficiency in Microsoft Outlook, Word and Excel
- Strong analytical skills; the ability to interpret and analyze data and accurate attention to detail
- Demonstrated knowledge of personal financial planning concepts and broader industry expertise
- Ability to follow established procedures with accuracy and consistency
- Ability to read and interpret legal documents
- Professional demeanor and the highest regard for confidentiality
- Excellent written and verbal communication skills
- Ability to work independently as well as collaboratively in a team environment
- Strong work ethic and positive attitude
- Excellent organizational skills
- Ability to manage multiple priorities in a fast-paced environment
WORKING CONDITIONS
- Limited travel as business needs require
- Extended period of sitting and working at a computer
- Onsite position, 100% in office